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Williams-Sonoma
WSM

Overview Fund Activity

603 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 66 closing their positions.

Holders
603
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
197
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$168M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$84.8M
3
SCM
3
Steadfast Capital Management
New York
$50.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$29.8M
5
Millennium Management
5
Millennium Management
New York
$60.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$19.2M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$405M
3
HMP
3
HS Management Partners
New York
$94M
4
Citadel Advisors
4
Citadel Advisors
Florida
$545K
5
Barclays
5
Barclays
United Kingdom
$7.69M
Name Market Value Shares Shares
Change 		Shares
Change %
MFT
576
Moisand Fitzgerald Tamayo
Florida
$2.8K 23 – –
First Manhattan
577
First Manhattan
New York
$2.43K 20 – –
CP
578
Castleview Partners
Texas
$2.19K 18 – –
LF
579
Lee Financial
Texas
$1.7K 14 -35 -71%
SIC
580
SJS Investment Consulting
Ohio
$1.7K 14 -3 -18%
BFPW
581
BOK Financial Private Wealth
Colorado
$1.7K 14 +14 New
AWM
582
Atticus Wealth Management
Florida
$1.23K 10 – –
GBT
583
Grove Bank & Trust
Florida
$1.22K 10 – –
WT
584
Washington Trust
Rhode Island
$1.22K 10 – –
BBPWM
585
Blue Bell Private Wealth Management
Pennsylvania
$1.22K 10 – –
TFA
586
Toth Financial Advisory
Virginia
$1.22K 10 – –
OIS
587
Okabena Investment Services
Minnesota
$1.1K 9 +9 New
TAIM
588
TD Ameritrade Investment Management
Nebraska
$1K 9 – –
FMP
589
Financial Management Professionals
Texas
$1K 6 – –
VCM
590
Vigilant Capital Management
Maine
$1K 11 – –
DI
591
Disciplined Investments
Oklahoma
$852 7 -5 -42%
HI
592
Harbour Investments
Wisconsin
$730 6 -6 -50%
TPCW
593
TD Private Client Wealth
New York
$730 6 – –
AAP
594
Arax Advisory Partners
Colorado
$609 5 +4 +400%
CFO
595
CVA Family Office
Colorado
$608 5 +5 New
AWM
596
Abound Wealth Management
Tennessee
$496 4 – –
LIM
597
Longfellow Investment Management
Massachusetts
$487 4 – –
2L
598
25 LLC
Missouri
$467 4 +4 New
HCP
599
Hexagon Capital Partners
Arkansas
$365 3 -3 -50%
BWA
600
BDO Wealth Advisors
Florida
$365 3 – –
22 23
24
25 26